Liad Sitbon

Financial Planning & Strategy

Editorial portrait of Liad Sitbon with folded arms

Finance, strategy, and decision-making - grounded in analytical depth and practical execution.

Liad Sitbon, line-art portrait

I help people and businesses make better decisions when the picture is complex.

Sometimes that means growth, pricing, or fundraising. Sometimes it means understanding what a family’s financial future should look like and what needs to happen today to move toward it.

My background spans valuation, investments, strategic planning, due diligence, financial modeling, and work with founders and senior decision-makers. Over the years, I have analyzed dozens of ventures, built and challenged financial scenarios, and supported decisions where a large amount of information needs to become one clear direction.

Alongside business work, I also support individuals with personal financial planning and financial education. I believe financial confidence does not begin with a quick answer - it begins with understanding. Once the picture is clear, planning, choosing, and acting become much stronger.

30+

early-stage ventures analyzed

≈10

years across finance, valuation & strategy

10+

people and businesses supported

From in-depth analysis to practical action.

Strategic Finance & Business

Business strategy consulting, connecting business plans, financial models, funding strategies and KPI frameworks to clear founder decisions and executable plans.

Analysis & Valuation

Valuation across early-stage technology and public-company contexts, multiple valuation methodologies, financial reporting, and decision support for executives and professional advisers.

Venture & Due Diligence

Due-diligence work on 30+ early-stage ventures, including valuation, term-sheet analysis, strategic assessment, and investment-committee presentations.

Personal Finance

Personal financial guidance, helping people build sustainable budgets, plan for the long term, understand costs, and make informed decisions with greater confidence.

Mentoring

Practical business mentoring around strategy, business models, innovation, and execution.

A foundation in finance

EADA Business School

Master’s degree · International Finance

  • Company Valuation
  • Venture Capital
  • Capital Markets
  • Business Analysis
  • Business Strategy

International Business School

Bachelor’s degree · Financial Management

  • Financial Analysis
  • Financial Markets
  • Investments
  • Business Research
  • Financial Forecasting

Every good plan starts with a conversation.

You do not need a deck or perfect answers. A few lines about your situation, question, or crossroads are enough to start.

First, understand what matters to you.

Your next move

A few details. Then we take it from there.

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